| Valuing Complex Debt and Equity Structures
Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Finance
Shipping Weight: 0lbs. 0oz.
Private companies issue a broad range of securities that are not often used in public markets. This session will discuss application of the 2012 Private Equity and Venture Capital Valuation Guidelines on the valuation of convertible preferred stock, convertible (mezzanine) debt, options and warrants, profits, interests, and other contractual rights.
After completing this webinar, attendees will be able to:
- Identify the new 2012 Private Equity and Venture Capital Valuation Guidelines
- Identify and list specific characteristics and rights of private companies’ securities
- Interpret the valuation issues specific to convertible preferred stock, convertible debt, options and warrants, profits interests, and units B
- Apply the valuation methods specific to these securities
Who Should Attend
Chris Hamilton, CPA, CVA, CFE
Mr. Chris Hamilton is a principal of Arxis Financial, Inc., Arxis Technology, Inc., and Arxis Wealth Management, LLC.
These firms are involved in tax and accounting consulting, business valuation, litigation consulting, technology consulting, and financial planning/asset management. The firms are located in Simi Valley, California, with satellite offices in Orange County, California; Phoenix, Arizona; and Chicago, Illinois. Mr. Hamilton is a Certified Public Accountant, Certified Fraud Examiner, and a Certified Valuation Analyst®. Most of his professional time is spent in the areas of business valuation, forensic accounting, and litigation related engagements. He has served as an expert in civil, criminal, probate, and family court matters.
Mr. Hamilton has presented courses at national conferences, training institutes, and seminars around the country. He is regularly asked by civic and business groups to speak on a variety of topics related to his experience and expertise. He is
a past recipient of the National Association of Certified Valuators and Analysts™ (NACVA®) Circle of Light award for teaching excellence.
Mr. Hamilton has published valuation related articles in several publications including The Forensic Examiner; Los Angeles Lawyer; The Value Examiner®; Valuation Strategies; and the Journal of Forensic Accounting. Additionally, he wrote the course material for NACVA titled: Capitalization/Discount Rates: Assessing the Alternatives and Advanced Case Law Update, and has co-authored several courses for NACVA. Mr. Hamilton is also the co-author of Financial
Valuation—Application and Models.